Group 1 - The China Securities Regulatory Commission (CSRC) has requested additional explanations from OmniVision Technologies regarding inconsistencies in the identification of its controlling shareholder and the standards used for this identification [1] - OmniVision Technologies has submitted its listing application to the Hong Kong Stock Exchange, with UBS, CICC, PASCHK, and GFSHK acting as joint sponsors [1] - The CSRC has also asked for details on the specific circumstances of share pledges held by the controlling shareholder or shareholders controlled by the actual controller, and their impact on the company's control and normal business operations [1] Group 2 - According to Frost & Sullivan, OmniVision Technologies is one of the top ten fabless semiconductor companies globally based on projected revenue for 2024 [1] - The company primarily operates in three product lines: image sensor solutions, display solutions, and analog solutions, and is expanding its product and solution offerings to serve high-growth industries such as smartphones, automotive, medical, security, and emerging markets like machine vision and AI [1] - OmniVision Technologies is recognized as the third-largest digital image sensor supplier globally, according to Frost & Sullivan, based on revenue from image sensor solutions for 2024 [2]

Group 1 - The China Securities Regulatory Commission (CSRC) has requested additional explanations from OmniVision Technologies regarding inconsistencies in the identification of its controlling shareholder and the standards used for this identification [1] - OmniVision Technologies has submitted its listing application to the Hong Kong Stock Exchange, with UBS Group, CICC, PASCHK, and GFSHK acting as joint sponsors [1] - The CSRC has also asked for details on the specific circumstances of share pledges held by the controlling shareholder or shareholders controlled by the actual controller, and their impact on the company's control and normal business operations [1] Group 2 - According to Frost & Sullivan, OmniVision Technologies is one of the top ten fabless semiconductor companies globally based on revenue for 2024, focusing on three main product lines: image sensor solutions, display solutions, and analog solutions [1] - OmniVision Technologies is recognized as the third-largest digital image sensor supplier globally, being a pioneer in image sensor technology according to Frost & Sullivan [2] - The company is expanding its product and solution offerings to serve high-growth industries such as smartphones, automotive, medical, security, and emerging markets like machine vision, smart glasses, and edge AI [1]

Core Viewpoint - The company, OmniVision Technologies, is a leading global supplier of image sensor solutions, emphasizing its technological advantages in global exposure and its adaptability to emerging markets such as AR/VR and AI glasses [1] Group 1: Company Overview - The company offers a diverse product line in image sensors, catering to various end-user needs [1] - The company's image sensor products excel in small size and low power consumption, making them highly suitable for AR/VR applications [1] Group 2: Technological Advantages - The company leverages its leading position in global exposure technology to enable functionalities such as eye tracking, simultaneous localization, and mapping (SLAM) [1] - The developed LCOS products are characterized by high resolution, compact form, low power consumption, and cost-effectiveness, enhancing economic feasibility and solution viability for emerging markets [1]

Core Viewpoint - The company, OmniVision Technologies, has developed a CMOS image sensor that serves as a visual perception tool, functioning as the "eyes" of robots to help them recognize their surroundings and respond appropriately [1] Group 1 - The CMOS image sensor is a core component of machine vision technology [1] - The company is unable to disclose specific collaboration details with certain clients due to confidentiality agreements [1]

Group 1: Company Overview - 豪威集团 (OmniVision Technologies) - The automotive intelligent driving business is driving record high revenues, with a closing price of RMB 121.22 and a target price of RMB 180.00, indicating a potential upside of +48.5% [1] - The net profit for 1H25 was in line with expectations, with a median net profit of RMB 1.98 billion and revenue median of RMB 13.87 billion, attributed to a slowdown in smartphone shipments affecting image sensor product revenues [1][2] - The automotive CIS chip market share is steadily increasing in panoramic and action camera segments, contributing to a historical high in revenue for 2Q25 [1] Group 2: Financial Projections - 豪威集团 (OmniVision Technologies) - Revenue forecasts for 2025/26 have been adjusted down to RMB 31.1 billion and RMB 36.8 billion, respectively, with slight adjustments to net profit estimates for the same years [2] - The diluted EPS for 2025/26 is projected at RMB 3.98 and RMB 5.24, maintaining a target price of RMB 180, corresponding to a 39x average P/E ratio for 2025/26 [2] Group 3: Company Overview - 高途 (Gaotu Techedu) - The education business shows strong performance with a projected 31% year-on-year revenue growth for Q2 2025, driven by robust growth in K9 business and better-than-expected growth in high school segments [3] - Despite controlled offline business investments and ongoing operational efficiency improvements, increased AI-related expenditures have led to an adjusted operational loss of RMB 250 million for Q2 [3] - The target price for Gaotu is set at USD 4.80, reflecting a 33% potential upside based on a 15x P/E ratio for online education [3] Group 4: Company Overview - 百济神州 (BeiGene) - The company reported a 41% year-on-year revenue growth in Q2 2025, reaching USD 1.3 billion, exceeding market expectations [6] - Sales of the drug Zejula increased by 49% year-on-year to USD 950 million, with significant growth in both the US and European markets [6] - The target price for BeiGene has been raised to HKD 225.00, indicating a potential upside of +23.2% [6][7] Group 5: Financial Projections - 百济神州 (BeiGene) - Revenue guidance for the full year has been raised to a range of USD 5.0 billion to USD 5.3 billion, with a gross margin target of 80-90% [6] - The company has also increased its peak sales forecasts for Zejula and another drug, with projected peak sales of USD 7.3 billion and USD 900 million, respectively [7]

资金流向显示，豪威集团8月7日主力资金净流出2390.12万元，近五个交易日累计净流出4.08亿元，占流 通市值比例分别为0.02%和0.28%。 风险提示：行业政策变化、技术迭代风险、市场竞争加剧等因素可能对公司经营产生影响。 来源：金融界 豪威集团8月7日股价报120.89元，较前一交易日下跌0.33元，日内振幅1.33%，成交额达15.03亿元。公 司当前总市值1457.95亿元，市盈率42.09倍。 作为半导体行业重要企业，豪威集团主营业务涵盖CMOS图像传感器研发设计，其产品广泛应用于消费 电子、安防监控、汽车电子等领域。公司注册地位于上海，属于长三角经济圈核心企业。 上海市8月6日发布《具身智能产业发展实施方案》，提出到2027年实现核心产业规模突破500亿元的目 标。政策明确将重点支持感知决策等关键技术攻关，其中豪威集团在图像传感器领域的技术积累，为机 器人视觉系统提供了重要支持。公司研发的CMOS图像传感器产品，在弱光环境下的成像性能具有技术 优势。 ...

Group 1 - The company has approved the cancellation of 11,213,200 shares, which accounts for approximately 0.92% of the total share capital, reducing the total share capital from 1,217,223,785 shares to 1,206,010,585 shares [2][8] - The share buyback was conducted to maintain company value and protect investor interests, with a total buyback fund of no less than RMB 6 billion and no more than RMB 12 billion, at a maximum price of RMB 97 per share [4][5] - The cancellation of shares is set to take effect on August 7, 2025, and the company has complied with all legal requirements regarding the cancellation process [3][8] Group 2 - The company has received notification from the Dongfang Lihua Foundation regarding the completion of a share swap plan, where 9,999,900 shares were exchanged for units in the Huatai-PineBridge CSI 300 ETF, representing 0.82% of the total share capital [12][13] - Following the swap, the foundation's shareholding in the company decreased from 50,600,000 shares (4.16%) to 40,600,100 shares (3.34%) [12][13] - The swap plan was executed as planned, with no minimum swap quantity or ratio set, and the swap was completed successfully [13][14]

一、回购股份的基本情况及实施情况 （一）为维护公司价值和广大投资者权益，促进公司可持续健康发展，公司 于 2024 年 1 月 23 日召开六届董事会第二十九次会议，审议通过了《关于回购公 司股份方案的议案》，本次回购的资金总额不低于人民币 6 亿元（含），不高于 人民币 12 亿元（含），回购价格不超过人民币 97 元/股，回购股份用于维护公 司价值及股东权益。具体内容详见公司于 2024 年 1 月 24 日在上海证券交易所网 站（www.sse.com.cn）及指定信息披露媒体上发布的《关于以集中竞价交易方式 回购股份的报告书》（公告编号：2024-003）。 证券代码：603501 证券简称：豪威集团 公告编号：2025-082 转债代码：113616 转债简称：韦尔转债 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： ? 豪威集成电路（集团）股份有限公司（以下简称"公司"）分别于 2025 年 4 月 15 日、2025 年 6 月 10 日召开第六届董事会第四十三次会议、2024 年年 度股东大会， ...

本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： 豪威集成电路（集团）股份有限公司（以下简称"公司"）分别于 2025 年 4 月 15 日、2025 年 6 月 10 日召开第六届董事会第四十三次会议、2024 年年 度股东大会，审议通过了《关于变更 2024 年回购股份用途并注销的议案》，同 意注销存放于公司回购专用证券账户中的 11,213,200 股股份，约占公司总股本的 0.92%。本次注销完成后，公司总股本将由 1,217,223,785 股变更为 1,206,010,585 股。 回购股份注销日：2025 年 8 月 7 日。 一、回购股份的基本情况及实施情况 | 证券代码：603501 | 证券简称：豪威集团 公告编号：2025-082 | | --- | --- | | 转债代码：113616 | 转债简称：韦尔转债 | 豪威集成电路（集团）股份有限公司 关于回购股份注销暨股份变动的公告 公司已根据《公司法》等法律、法规的有关规定，就注销回购股份事项履行 通知债权人程序，具体内容详见公司于 20 ...

豪威集成电路（集团）股份有限公司 | 证券代码：603501 | 证券简称：豪威集团 | 公告编号：2025-083 | | --- | --- | --- | | 转债代码：113616 | 转债简称：韦尔转债 | | 关于股东参与换购证券投资基金份额计划实施结果公告 本公司董事会、全体董事及相关股东保证本公告内容不存在任何虚假记载、 误导性陈述或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： 本次换购计划实施前，宁波东方理工大学教育基金会（以下简称"东方理 工基金会"）持有豪威集成电路（集团）股份有限公司（以下简称"公司"）股份 50,600,000 股，占公司总股本的 4.16%。上述股份来源为以无偿捐赠方式取得的 股份，均为无限售条件流通股。 参与换购交易型开放式指数基金份额计划的主要内容：2025 年 5 月 7 日， 公司披露《关于股东参与换购证券投资基金份额计划的公告》（公告编号： 2025-039），为优化资产配置，东方理工基金会拟自 2025 年 5 月 7 日起 15 个交 易日后的3个月内将持有的部分公司股份参与换购华泰柏瑞沪深300交易型开放 式指数证券投 ...